We've been hard at work behind the scenes with updates and new releases every week.

Monthly reports

You'll now receive a report that summarizes your fundraising each month including total raised, their donor info, and any recurring donors who canceled. It's a relatively simple report for now, but we'll be iterating and improving this over time.

You can manage recipients of email reports by going to Account > Emails.

Performance updates

We've made significant improvements in the load times of how quickly forms load in modals. Our goal is for all of these forms to load instantly, and we're making progress towards that goal.

API development underway

We're building an API for GiveForms, which means ultimately you'll be able to integrate GiveForms into any 3rd party platform including Mailchimp, Quickbooks, and more. We plan to offer all of these integrations with no additional fees.

Is there an update or idea you'd like to see in GiveForms? Email us at hello@giveforms.com.  We read every email that comes through and truly value your feedback.

We’ve added the ability to include custom fields on your forms.  These are helpful if you need to:

• Ask where a donation should be designated to
• Have donors leave a comment
• Confirming the age of your donor
• Collect other useful info not included in our form
  

Custom fields can be added to any GiveForm by going to the form editor, and clicking the Fields tab.

Types of Form Fields

Within here you can add text boxes, dropdown menus, or radio buttons. You can add these fields on either the amount or personal info section.

Text Boxes
‍Are useful for answers a donor needs to type in, such as requesting additional comments, asking a donors age.‍

Radio Buttons
Are useful when asking questions with 3 or fewer possible answers, such as a yes or no question.‍

Dropdown Menus
‍Are useful for questions that have more than 3 possible answers, such as asking what department should a donation be applied.

Feedback?

Is there an update or idea you'd like to see in GiveForms? Email us at hello@giveforms.com. We read every email that comes through and truly value your feedback.

Our team has been active behind the scenes, pushing frequent updates and collecting feedback from customers. To date, our codebase has over 1,380 updates (aka commits), with 2-3 updates each week. Most are behind the scenes optimizations and bug fixes, but we've recently pushed a big update to GiveForms that includes multi-step forms and more.

Multi-step forms

The more fields you add to a form, the more cumbersome completing the form can feel. With Multi-Step forms, each section (amount, personal, and payment) is broken out into separate steps to make the donation process easier to digest and complete. This works for both inline and popup forms.

How to switch

Switching to Multi Step forms is relatively easy.

• First Sign In to your account and go to Forms
• Click on the GiveForm you want to change
• Under the Layout tab, switch Single Page to Multi Page and click Save Form.
• If this form was already in use, you'll need to update the embed code on your website. Click Embed My GiveForm to copy the embed code for your website.
• Need help?  Reach out to support and we'll be happy to help.

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Form customizations

In addition to Multi Step forms, there are also a number of form customizations introduced.

Before this update, there were settings that applied globally to all forms, including payment methods, currencies, and receipt emails. Now you can override global settings and set unique payment methods, currencies, and receipt emails for each individual form.

Custom fields & more

Soon we'll be launching the ability to add custom fields: dropdowns, text fields, radio buttons, and checkboxes, to customize your GiveForm further. We also plan to integrate into Apple and Google Pay, along with text 2 give shortly thereafter.

Is there an update or idea you'd like to see in GiveForms? Email us at hello@giveforms.com.  We read every email that comes through and truly value your feedback.

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We have officially launched ACH bank transfers on all GiveForms account.

If you're a new customer...

Once you sign in and connect your Stripe account, ACH bank transfers will automatically be available as an option on your GiveForm.

How do ACH Bank Transfers Work?

When a donor visits your form, they'll have the option to change their donation method to bank transfer.

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When they click Donate Now, they'll be taken through a short process of authenticating through their bank using Plaid.

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As of the writing of this article, Plaid supports any bank located in the U.S. Donations then get deposited through your Stripe account like any other donation. Bank information is never stored or saved on GiveForms servers.

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If you need help, feel free to reach out to support and we'll be happy to answer any questions you may have.

We've recently released our free Salesforce integration. You can now automatically export your campaigns, donors, and donations to Salesforce.

How to Get Started

1. To get started, login to your account go to Account > Salesforce. Click Connect to Salesforce and login to your Salesforce account.

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2. Once connected, click Map Form Fields and map the appropriate form fields in GiveForms with the fields in Salesforce.

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3. You can then map each GiveForm to a Salesforce campaign. Click on Forms, then select the form you want to sync to Salesforce.  You'll see a dropdown with the Salesforce campaigns.  Map the form to the right campaign, click Save, and you're done!

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If you need help, feel free to reach out to support and we'll be happy to answer any questions you may have.